Flat fee-only means…

Conflicts of interest

AUM Fees

Sales commissions

Hidden fees

Kickbacks

Asset minimums

I only work for you

For more information on what “flat fee-only” means, check out this article:

Articles
A Transparent Look at “Fee-Only” Financial Advising
A Transparent Look at “Fee-Only” Financial Advising

There are so many different types of “financial advisors” in the marketplace, there’s no wonder that many folks lump them all together into one. Tell someone you’re a financial advisor at a party and they’ll either ask you for your latest stock tip, or they’ll quietly shift their wallet to their front pocket so they can keep an eye on it! In my experience, sadly, the latter is probably the more rational response!

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Our Services & Fees:

Holistic financial planning

 

Our firm provides a single service offering: ongoing comprehensive financial planning and (optional) investment management for an annual flat fee.

We will cover all areas of your financial life as you make the transition to retirement, and we help you align your money with what you value most.

Pricing:

We appreciate transparency, and we know that fees matter. Our fee is not just based on your portfolio size, but on the complexity of your situation and the estimated time, research, and resources required to provide services to you. Our fees are subject to negotiation and are always transparent and agreed upon up-front.

  • Couples: starting at $10,000 per year

  • Individuals: starting at $8,500 per year

These fees are inclusive of investment management services

If you have investable assets greater than $3 million or more complicated holdings, we may charge a higher flat rate.

Optional investment management

 

Too busy or just don’t enjoy managing investments?

Let us handle the implementation and monitoring. This ensures we always have accurate and up-to-date information about your portfolio and we don’t have to bug you for it. It can also make financial sense to task Oakleigh with managing your accounts, as our fee can be withdrawn directly from pre-tax accounts (meaning you are paying some or all of it with pre-tax dollars).

Even when we’re managing your investments, it is always a collaborative effort. You are involved in developing the initial plan and when making material changes to it. Clients always have real-time access to their holdings, reports, and all account activity.

Pricing:

Investment management is included in our ongoing fee.

Limited Scope Engagements

 

We occasionally offer one-time services on a fixed fee or hourly basis for special projects or limited-scope analyses. Following a free initial consultation, we’ll provide an upfront estimate for the cost of any engagement.

Pricing:

Fixed fee calculated using an estimated time required and a rate of $400 per hour.